In Uptick, you can manage, edit, and create various document templates for quotes, invoices, reports, and purchase orders. This guide provides a comprehensive overview of how to use standard templates, set defaults, and request or perform customizations.
Accessing and Managing Document Templates
All document templates are managed from the Control Panel.
Navigate to Control Panel > Document Templates.
The Templates tab lists the active document templates in your workspace, one type at a time. Use the Type filter in the Templates card header to choose which kind of template is listed (for example quotes, invoices or reports); the list opens on report templates. Turn on Show inactive in the same header to include inactive templates and inactive report types. The Connected to column lists the report types that use each template.
Partials, the reusable components shared by your document templates, are listed on the Partials tab. Uploaded images are on the Images tab.
Activate or deactivate a template
Each document template has an Active toggle on its form, so you can retire a template without deleting it — a deactivated template can no longer be selected on new documents. Navigate to Control Panel > Document Templates, open the template, and turn Active on or off. A deactivated template is hidden from the Document Templates list until you turn on Show inactive.
Using Standard Templates from the Library
Uptick provides a library of pre-built templates that you can add to your system at no extra cost.
From the Document Templates page, click Create new template > Choose from library.
Select a template from the list on the left to preview it. The preview appears in a larger frame.
With nothing selected, click Use this template to add that template to your workspace.
To add several templates in one go:
Tick the checkbox on each template tile you want to add. A bar shows how many templates are selected (for example 3 selected), a Clear selection link and an Enable <n> templates button. With one template selected, the button reads Enable 1 template.
While a selection exists, the preview button for a template reads Add to selection instead of Use this template. Click it to add the previewed template to the selection. The button changes to Selected with a tick once the template is added.
Click Enable <n> templates to enable all selected templates. Uptick enables them one after another.
When the process finishes, a confirmation shows how many templates were enabled. If any templates fail, a message shows how many could not be enabled.
Standard quote templates offer different levels of detail: Each template serves a unique purpose: totals-only templates are ideal for providing a simplified pricing overview, while itemised templates ensure full transparency for customers who need detailed pricing information.
Itemised w/ Prices: Shows each product with its price and quantity.
Itemised w/ Qty: Shows products and prices but hides quantities.
Description/Totals only: Shows only the total price without a detailed breakdown.
The template library only contains templates provided by Uptick and you cannot upload your own template to it. To get a template that is not in the library, request a custom template from the Uptick template team through Support. Once the template is added to your Document Templates, you select it in the Template field when you create or edit a report type in Control Panel > Report Types.
Setting Default Templates
You can set a default template that will be automatically selected when creating new documents, such as quotes.
For Service Quotes:
Go to Control Panel > Service Quoting.
Select your preferred template from the Service Quote default template dropdown menu.
Click Save.
For Defect Quotes:
Go to Control Panel > Defect Quoting.
Select your preferred template from the Defect Quote default template dropdown menu.
Save your changes.
Even with a default set, you can still select a different template for an individual quote while it is in a draft status. If a customer requests a format change for an already created quote, you can revert the quote to draft status and switch its template. To do so, open the quote, set its status to 'Draft,' and use the Template drop-down menu in the editor to select a new template before finalizing and sending it.
Customising Templates
For more advanced customisations, you can edit the template's HTML directly or request changes from our Professional Services team.
Editing Template HTML (Advanced)
If you have experience with HTML, you can directly edit the template code. Content changes go through a draft then publish flow, so the live template your PDFs render from stays untouched until you publish.
Navigate to Control Panel > Document Templates.
Find the template you wish to edit and click on it to open the HTML editor.
Make your changes to the HTML code and click Save. Saving a content change stores it as a draft and asks for a short note describing what changed, which is recorded in the version history. Metadata such as name or category still saves directly.
Generate a PDF from the draft to preview it before it goes live.
Click Publish to promote the draft to the live template, or Discard to remove the draft and leave the live template unchanged.
The note dialog also has a Save & publish button. Both buttons stay disabled until you enter a note. Save & publish saves the change and publishes it in one step, so it replaces the live template immediately and all documents generated from the template use the updated version. If the template already has unpublished draft changes, the dialog warns that Save & publish publishes those changes too. If the publish step fails, the saved draft stays in place and you can publish it later.
A saved draft persists, so you can save, come back later, and keep editing before you publish — there is no need to duplicate a template to keep a working copy.
Version statuses in the history:
Published — the current live version your PDFs render from.
Draft — your current unpublished draft, not yet live.
Superseded — a version replaced by a newer one; either a version that used to be live or an earlier draft you have iterated past.
Discarded — a draft you explicitly threw away.
Restoring an earlier version loads that version's HTML back into the editor as a new draft, which you can review, tweak and publish through the same flow — nothing goes live until you publish.
Note: We strongly advise that only users with advanced HTML knowledge make direct changes. Incorrect code can break the template. If you encounter issues, our team may need to revert it to a standard version or assist with a custom fix.
Adding Images and Logos
You can upload images, such as company logos or accreditations, to be used in your templates.
Go to Control Panel > Document Templates.
Click the Images tab.
Upload your new images in the Template Images card.
You can then reference these images within your template's HTML code to have them appear on your documents.
The same tab has a Footer Images card for images that appear in Reports and Dynamic Forms using Uptick's default footer.
Requesting Custom Templates from Professional Services
For complex customizations or to create a new template from scratch, our Professional Services team can help. This is a paid service, and you will be provided with a quote before any work commences.
To request a quote for a custom template, email [email protected] with the following information:
Template Name/Link: The name of the template you want to modify or a description of the new template needed.
Requirements Outline: A clear, detailed description of all the changes you require.
PDF Mockup: A visual example (mockup) of how you want the final document to look. This is crucial for our team to understand the requirements and provide an accurate quote.
Once the request is received, our team will provide a quote for the work. The customization will begin after the quote is approved.
FAQs
Q: Can I upload PDF templates directly to Uptick?
A: No, PDF templates need to be rebuilt within the system so that they auto-populate with relevant data. Submit your PDFs to the Professional Services team for evaluation and a quote for rebuilding.
Q: Where can I review existing templates?
A: You can find existing templates in the document template library. If none of these meet your needs, the Professional Services team can create a bespoke template for you.